190403_Integrations_Docu Sign_header

DocuSign + Copper

Copper CRM integrates with DocuSign to auto-fill templates that make it easy to send and sign e-documents.

190403_Integrations_Docu Sign_card

Resumen

Get signatures faster, track document status and once signed—store related e-signed documents to accounts, contacts, leads and opportunities in Copper for quick retrieval.

190403_Integrations_Docu Sign_UI
  • Auto-pull in contact details and file information—via Google Drive, Dropbox or upload from your computer
  • Choose recipients and assign signing roles from inside Copper
  • Using artificial intelligence, the integration auto applies a document template based on that information
  • View updated document status in Copper: Sent, Received, Completed or Error
  • Store all related documents sent via DocuSign to relevant accounts and contacts
  • Click and view signed documents with appropriate permissions and access
    Di adiós a la entrada de datos

    ¡Hola, Copper!
    Pruébalo gratis.

    Sin tarjeta de crédito. Empieza hoy tu prueba gratis de 14 días.